AVI Global Trust plc (AGT.L) Research
Managed by Asset Value Investors Limited, AVI Global Trust plc is a closed-ended investment trust primarily focused on global public equity markets. The trust aims to build its portfolio by investing in value-oriented companies across a wide spectrum of sectors and market capitalizations. Its investment approach employs rigorous bottom-up fundamental analysis, specifically seeking out businesses trading at a discount to their net asset value, possessing high-quality underlying assets with significant appreciation potential, and demonstrating robust balance sheet strength. Performance of its holdings is benchmarked against the Morgan Stanley Capital International All Country World ex-US Index, the Morningstar Investment Trust Global Index, and the Morgan Stanley Capital International All Country World Index. Founded on July 1, 1889, and domiciled in the United Kingdom, it was formerly known as British Empire Trust Plc.
Market snapshot
- Symbol
- AGT.L
- Price
- $261.5
- Day change
- -0.95%
- Market cap
- $1.0B
- P/E ratio
- 9.35x
- 52-week range
- 235.07-287.41
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- Aberforth Smaller Companies Trust Plc (ASL.L)
- The Edinburgh Investment Trust plc (EDIN.L)
- Finsbury Growth & Income Trust PLC (FGT.L)
- The Global Smaller Companies Trust Plc (GSCT.L)
- Herald Investment Trust PLC (HRI.L)
- ICG Enterprise Trust PLC (ICGT.L)
- JPMorgan Japanese Investment Trust plc (JFJ.L)
- Murray Income Trust PLC (MUT.L)
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